Boussard & Gavaudan Gestion Sas reported 36 positions worth $216.17M for the quarter ended Jun 30, 2026. Its largest holding is Norfolk Southern Corp at 19.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NSC Norfolk Southern Corp | Industrials | 135.9K | $42.85M | 19.82% | – | – | – | 0.06% |
| 2 | WTM White Mountains Insurance Group Ltd | Financial Services | 11.7K | $24.46M | 11.32% | – | – | – | 0.48% |
| 3 | PEN Penumbra Inc | Healthcare | 36.3K | $11.46M | 5.3% | – | – | – | 0.09% |
| 4 | SOLS Solstice Advanced Materials Inc. | Basic Materials | 118.3K | $10.55M | 4.88% | – | – | – | 0.07% |
| 5 | ROKU Roku, Inc | Technology | 76.2K | $10.50M | 4.86% | – | – | – | 0.06% |
| 6 | Q Qnity Electronics, Inc. | Basic Materials | 56.7K | $9.14M | 4.23% | – | – | – | 0.03% |
| 7 | KMB Kimberly Clark Corp | Consumer Staples | 77.8K | $8.51M | 3.94% | – | – | – | 0.02% |
| 8 | LLYVA Liberty Live Holdings, Inc. | Communication Services | 83.0K | $8.42M | 3.9% | – | – | – | 0.32% |
| 9 | RAC Rithm Acquisition Corp. | Financial Services | 768.0K | $8.03M | 3.72% | – | – | – | 2.61% |
| 10 | OACC Oaktree Acquisition Corp. III Life Sciences | Financial Services | 720.0K | $7.70M | 3.56% | – | – | – | 2.4% |
| 11 | ALUB Alussa Energy Acquisition Corp. II | Financial Services | 700.0K | $7.04M | 3.25% | – | – | – | 1.95% |
| 12 | VGNT Versigent PLC | Industrials | 142.3K | $5.71M | 2.64% | – | – | – | 0.2% |
| 13 | BCSS Bain Capital GSS Investment Corp. | Financial Services | 500.0K | $5.11M | 2.36% | – | – | – | 1.07% |
| 14 | DD DuPont de Nemours, Inc. | Basic Materials | 36.2K | $4.91M | 2.27% | – | – | – | 0.03% |
| 15 | GFL GFL Environmental Inc. | Industrials | 129.0K | $4.71M | 2.18% | – | – | – | 0.03% |
Tip. Select a row to see that position’s full history at Boussard & Gavaudan Gestion Sas.
As of its Q2 2026 13F filing, Boussard & Gavaudan Gestion Sas’s five largest positions were Norfolk Southern Corp (NSC) at 19.8%, White Mountains Insurance Group Ltd (WTM) at 11.3%, Penumbra Inc (PEN) at 5.3%, Solstice Advanced Materials Inc. (SOLS) at 4.9%, Roku, Inc (ROKU) at 4.9% of the reported portfolio.
Boussard & Gavaudan Gestion Sas reported a 13F portfolio worth $216.17M across 36 positions for Q2 2026.
From the Form 13F-HR reports Boussard & Gavaudan Gestion Sas files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.